Sentences with phrase «income bond funds»

During times of volatility and bond market uncertainty, it's worth noting that 401 (k) investors shouldn't worry too much about what level of income their bond funds provide.

RBC Global Asset Management Inc. today announced that effective January 25, 2016, the name of RBC Monthly Income High Yield Bond Fund will change to RBC Strategic Income Bond Fund...

2015.12.10 RBC Global Asset Management Inc. announces fund name change RBC Global Asset Management Inc. today announced that effective January 25, 2016, the name of RBC Monthly Income High Yield Bond Fund will change to RBC Strategic Income Bond Fund...

That's achieved mainly through the RBC Global High Yield Bond Fund and the BlueBay Global Monthly Income Bond Fund.

It's all so you can research your next stock, exchange - traded fund (ETF), mutual fund or fixed income bond fund that much faster.

That said, several of the new registrations will end up being solid and useful offerings: T. Rowe Price is launching a global high income bond fund and a global unconstrained bond fund while Vanguard will offer an ultra-short bond fund for the ultra-nervous.

Not exact matches

Those who want to buy a specific country bond fund should use a little money from their fixed income allocation and a little from their equity allocation, says Hallett.

His specialties, he says, include «financial reporting, board reports, mutual fund expenses, short - term investment vehicles, fund fact sheets, mutual fund daily reconciliations, closed - end funds, UCITS, fixed income, high - yield bonds, convertible bonds, [and] equities.»

With bond yields globally in the dumps, Singapore's wealth fund GIC is looking at unconventional sources for fixed income returns, Liew Tzu Mi, GIC's chief investment officer for fixed income, said on Thursday.

The higher bond yields go, the more pension funds will buy as they look to lock in long - term income streams to meet their liabilities.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

But when that CCPC reinvests any surplus in, say, mutual funds or bonds, the passive income from those investments is taxed at a rate of about 50 per cent.

The largest fixed income fund, the $ 26.9 billion Vanguard Total Bond Market ETF, has gained 1.3 percent year to date, outperforming the S&P 500, which has dropped 3.1 percent in 2015.

If you're dubious about stocks this year, one bond - oriented income builder fund with a good record is Loomis Sayles Strategic Incomeincome builder fund with a good record is Loomis Sayles Strategic Income Ffund with a good record is Loomis Sayles Strategic IncomeIncome FundFund.

«For example, a bond fund may borrow and take on leverage in order to show a higher return but has significantly higher risk than a retiree may want in an income portfolio.»

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt income.

The U.S. Government Securities Ultra-Short Bond Fund seeks to provide current income and preserve capital.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Which all goes back to my point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a Total Domestic Stock Market, Total Bond Market, and Total International index funds, with allocations that depend on your goals and time horizon.

Instead of financing Social Security and Medicare out of progressive taxes levied on the highest income brackets — mainly the FIRE sector — the dream of privatizing these entitlement programs is to turn this tax surplus over to financial managers to bid up stock and bond prices, much as pension - fund capitalism did from the 1960s onward.

Funds are also good choices for diversifying investments in fixed - income investments, such as bonds as well as government securities.

The trio of ETFs, when they launch, will round out Franklin's bond ETF lineup, which already includes a variety of actively managed fixed - income funds covering short - duration U.S. government debt, municipal bonds and the investment - grade corporate debt.

Bond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax EfficieBond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax EfficiFunds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax Efficiebond funds should be considered Lower Tax Efficifunds should be considered Lower Tax Efficiency.

Meanwhile, the iShares Core MSCI Emerging Markets ETF (IEMG) was the top international equity fund of the week, with inflows of $ 1 billion, while the Vanguard Total International Bond ETF (BNDX) was the most popular fixed - income product, with inflows of $ 571 million.

As a result, the PH&N Total Return Bond Fund, a fund that seeks to provide long - term growth and a consistent level of income, was a preferred choice this past month.&raFund, a fund that seeks to provide long - term growth and a consistent level of income, was a preferred choice this past month.&rafund that seeks to provide long - term growth and a consistent level of income, was a preferred choice this past month.»

This is especially true for those investors who look to their bond funds as a source of long - term income.

Although the income from municipal bonds held by a fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund's trading or through your own redemption of shares.

Rising housing prices raise the cost of living, while rising stock and bond prices increase the cost of buying a retirement income — leaving pension funds unable to make good on their promises.

2) BusinessWeek, 1979: «Individuals who are not gobbling up hard assets are flocking to money market funds to nail down high rates, or into municipal bonds to escape heavy taxes on inflated incomes.»

We've created a new tab in the Fixed Income Analysis tool that can help you estimate the hypothetical impact of interest rate changes on the value of individual bonds and bond funds.

Put more tax - efficient investments (low - turnover funds like index funds or ETFs, and municipal bonds, where interest is typically free from federal income tax) in taxable accounts.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

For Fidelity held, outside, and hypothetical bond funds, it also displays a Hypothetical Portfolio Income for the current month to the end of the year.

With dollar weakness complicating the investment case for U.S. fixed income assets, flows to U.S. Bond Funds were close to neutral going into March as investors pulled back from all the major groups except Emerging Markets Hard Currency Bond Funds...

Rather than paying these pensions out of current income as it is earned or plowing their earnings back into investment in their own business, companies take their income and «financialize» it by buying stocks and bonds for their pension funds.

DoubleLine Funds for a Rising Rate Environment — Total Return Bond & Low Duration Emerging Markets Fixed Income Funds

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

Like Fidelity's other municipal bond funds, DMFs offer professional management, diversification, and seek to provide federally tax - exempt monthly income.

If a fund investor is resident in the state of issuance of the bonds held by the fund, interest dividends may also be exempt from state and local income taxes.

In fact, when excluding flows from the Newport Beach, California - based fixed income behemoth, all other bond funds actually have been taking in money, according to calculations from Morningstar that highlight just how pronounced a reaction investors have...

In addition, bond funds allow you to automatically reinvest income dividends and to make additional investments at any time.

Bonds and bond funds are taxed in 2 ways — based on the income that's distributed and on any gains if the investment is sold at a profit.

For the one - week period ended last Thursday, U.S. bond funds were the big winner among ETFs, with four of the top five ETFs for new investor money coming from the U.S. fixed income asset class, according to ETF.com data.

This feature can make bond funds an appropriate choice for investors who desire somewhat stable, regular income.

NexPoint Strategic Opportunities Fund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitFund (NHF) is a closed end fund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equitfund that seeks current income with capital appreciation through investment in floating and fixed rate loans, bonds, debt obligations, mortgage backed and asset backed securities, collateralized debt obligations and equities.

Municipal — State Fidelity Arizona Municipal Income Fund (FSAZX) Fidelity ® California Limited Term Tax - Free Bond Fund (FCSTX) Fidelity ® California Municipal Income Fund (FCTFX) Fidelity ® Connecticut Municipal Income Fund (FICNX) Fidelity ® Massachusetts Municipal Income Fund (FDMMX) Fidelity Maryland Municipal Income Fund (SMDMX) Fidelity ® Michigan Municipal Income Fund (FMHTX) Fidelity ® Minnesota Municipal Income Fund (FIMIX) Fidelity ® New Jersey Municipal Income Fund (FNJHX) Fidelity ® New York Municipal Income Fund (FTFMX) Fidelity ® Ohio Municipal Income Fund (FOHFX) Fidelity ® Pennsylvania Municipal Income Fund (FPXTX)

Whether the profit from the sale of a bond in the fund is taxed at ordinary income tax rates or is eligible for a reduced capital gains rate is dependent on the same factors as explained above.

Eaton Vance Tax Advantaged Bond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratBond and Option (EXD) is a closed end fund that seeks to provide tax - advantaged current income and gains through the use of a tax - advantaged short - term, high quality bond strategy and a rules - based option overlay stratbond strategy and a rules - based option overlay strategy.

Municipal - National Fidelity ® Conservative Income Municipal Bond Fund (FCRDX) Fidelity ® Conservative Income Municipal Bond Fund - Institutional Class (FMNDX) Fidelity Tax - Free Bond Fund (FTABX) Fidelity ® Municipal Income Fund (FHIGX) Fidelity ® Intermediate Municipal Income Fund (FLTMX) Fidelity ® Limited Term Municipal Income Fund (FSTFX) Fidelity Municipal Income 2019 Fund (FMCFX) Fidelity Municipal Income 2021 Fund (FOCFX) Fidelity ® Municipal Income 2023 Fund (FCHPX) Fidelity ® Municipal Income 2025 Fund (FIMSX)